Business Details
50+ Years
experience
Trusted Accounting & Advisory Services in San Francisco
Founded in 1935, Lindquist, von Husen & Joyce LLP has established itself as a trusted CPA and advisory firm specializing in serving affordable housing, not-for-profits, regional centers, and closely held businesses. Our team of seasoned professionals brings decades of experience in accounting, audit, tax, and financial advisory services, prioritizing personalized guidance and industry-specific expertise. We emphasize proactive communication, delivering tailored solutions that align with evolving regulatory standards and client needs. With a legacy of excellence, we combine deep knowledge of national audit standards, tax credits, and California law to provide actionable insights.Our commitment extends beyond compliance, offering strategic support for organizational growth, financial planning, and mission-driven success. As an independent member of BKR International, we leverage global resources to serve clients at national and international scales. Our approach integrates education, thorough processes, and practical advice to enhance internal controls and operational efficiency. Clients benefit from direct access to our team, ensuring timely responses and collaborative problem-solving. We pride ourselves on fostering long-term relationships built on trust, professionalism, and a shared vision for client success.
Services
Business Advisory
Audit
Tax
CAS+
Affordable Housing Accounting
Not-for-Profit Services
Details
- Year established: 1935
Highlights and features
- We offer over 80 years of experience in accounting and advisory services.
- Our team provides specialized education for executive and finance leaders.
- We maintain responsive communication throughout the year for timely insights.
- Our thorough processes improve internal controls and operational efficiency.
- We leverage global resources through our BKR International membership.
Associations and certifications
- BKR International
What people say
Very accessible
More value than larger firms
Tailor their services
Nationally respected auditor
Educational approach
Services
Business Advisory
Our Business Advisory services provide strategic financial guidance tailored to not-for-profits, affordable housing entities, and closely held businesses. We focus on budgeting, operational reviews, and governance consulting to enhance organizational efficiency. Clients benefit from personalized solutions, including CFO roundtables and compliance training, designed to align with evolving regulatory standards and mission-driven goals.
Audit
We offer comprehensive audit services for affordable housing, not-for-profits, construction, and other sectors. Our team ensures compliance with regulatory requirements while identifying opportunities to improve internal controls and financial reporting. Specialized expertise in employee benefit plan audits and cost certifications supports clients in meeting ERISA and HUD standards.
Tax
Our Tax services include compliance, planning, and advisory for real estate developers, not-for-profits, and high-net-worth individuals. We specialize in entity structuring, tax credit optimization, and estate planning, leveraging decades of experience to minimize liabilities and maximize opportunities for clients.
CAS+
CAS+ delivers outsourced accounting solutions for affordable housing and not-for-profit organizations. Services include bookkeeping, financial reporting, grant accounting, and audit preparation, supported by a team of U.S.-based professionals. We prioritize clean records, compliance, and tailored support to meet clients' unique needs.
Affordable Housing Accounting
Specialized accounting services for affordable housing developers and property managers. We handle financial reporting, receivables/payables management, and compliance with GAAP and regulatory standards. Our team ensures accurate budgeting, audit preparation, and implementation of new accounting standards like ASC 842.
People
Marc Garcia
CFO
Marc Garcia, CFO at Alta Housing, has collaborated with Lindquist, von Husen & Joyce for over a decade, valuing their tailored advisory services and deep industry expertise.
Cindy Louie
CFO
Cindy Louie, CFO at Chinatown CDC, appreciates the firm's accessibility and ability to provide actionable insights for complex financial challenges in the not-for-profit sector.
Wendy Chan
Senior Director of Finance
Wendy Chan, Senior Director of Finance at TNDC, highlights the firm's strategic partnership and responsiveness in addressing affordable housing accounting needs.
Kate McKean
Controller
Kate McKean, Controller at RCD Housing, praises the firm's thorough audit presentations and commitment to client education and compliance.
Charlotte Tay
Partner
Charlotte Tay, CPA, CGMA, leads the firm's CAS+ services, offering over 20 years of expertise in affordable housing and not-for-profit accounting solutions.
Questions
What industries do you specialize in?
We specialize in affordable housing, not-for-profits, regional centers, and closely held businesses.
How long has your firm been in operation?
Our firm has served clients since 1935, with decades of combined team experience.
Do you offer international accounting services?
Yes, through our BKR International membership, we provide global accounting and advisory support.
What sets your audit services apart?
Our audits combine industry-specific expertise with proactive communication and compliance-focused recommendations.
